The sixth tab listed under the Financial Transaction Report is the Transfers tab. Here is where you can see appointments that have been transferred to patient responsibility and to a secondary payer. The controls available include: Date or Da...
The fifth tab listed under the Financial Transaction Report is the Patient Payments tab. Here is where you can see patient payments added for the parameters you set. The controls available include: Date or Date Range Debits Da...
The fourth tab listed under the Financial Transactions (fka Day Sheet) is the Adjustments tab. Here is where you can see what adjustments were posted to patient accounts. The controls available include:
Date or Date Rang...
The third tab listed under the Day Sheet is the Credits tab. Here, you can view the payments added for the parameters you set. The controls available include:
Date or Date Range Debit Date Type Credits/Adjustment/Tran...
The second tab listed under the Financial Transaction Report is the Debits tab. Here, you can view the charges added for the parameters you set. The controls available include:
Date or Date Range
Debit Date Type Credits/A...
The Drill In tab will show detailed information, including the Claim ID, Chart ID, Patient Full name, Date of Service, Rejection Date, All Billed Codes, Rejection Reason, Insurance Name, and Billed Amount. The report can be enlarged, ...
The Detail tab on the Rejection report will allow you to see detailed information regarding the clearinghouse or payer rejections received by your office. There are many options for you to select from including: Date Type - Submission/Reje...
The Insurance Payer Mix report details the account's revenue and allows you to drill down into certain segments, such as commercial insurance, Medicare, Medicaid, or self-pay patients. This information will enable the office to understand the p...